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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,081 | $29,319-72.4% | $52,425-84.6% | $82,448-90.2% |
| Participation rate | 92.0% | 46.9%+45.1pp | 55.6%+36.4pp | 68.1%+23.9pp |
| Annual return | 2.91% | 535.20%-532.3pp | 302.12%-299.2pp | 41.64%-38.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $309 | $1,171-73.7% | $1,790-82.8% | $4,139-92.5% |
| Admin fee / account holder | $828 | $1,962-57.8% | $2,495-66.8% | $7,234-88.6% |